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iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) Institutional Ownership

iShares iBonds Dec 2024 Term Muni Bond ETF logo
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As of 12/2/2024
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2024 Term Muni Bond ETF (BATS:IBMM)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$8.24M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.92M
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IBMM Institutional Buying and Selling by Quarter

iShares iBonds Dec 2024 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.2,000$52K0.0%N/A0.011%
11/15/2024Integrated Wealth Concepts LLC190,186$4.96M0.1%-0.9%1.081%
11/14/2024Captrust Financial Advisors97,560$2.55M0.0%+6.9%0.554%
11/13/2024Private Trust Co. NA9,849$257K0.0%+17.6%0.056%
11/6/2024Coastline Trust Co3,512$92K0.0%N/A0.020%
11/5/2024Prime Capital Investment Advisors LLC9,877$258K0.0%-12.7%0.056%
11/1/2024Leavell Investment Management Inc.221,513$5.78M0.3%-3.0%1.259%
11/1/2024Sonata Capital Group Inc.106,720$2.79M1.2%N/A0.606%
10/31/2024 Confluence Investment Management LLC41,187$1.08M0.0%+2.5%0.234%
10/30/2024Cary Street Partners Asset Management LLC7,860$205K0.0%-8.3%0.045%
10/29/2024Blue Square Asset Management LLC32,034$836K0.4%-3.3%0.182%
10/23/2024PSI Advisors LLC93,919$2.45M0.7%+25.9%0.534%
10/8/2024Lbmc Investment Advisors LLC99,407$2.60M0.2%-7.6%0.565%
10/2/2024Praetorian Wealth Management Inc.133,893$3.50M0.9%-17.1%0.761%
7/30/2024Global Financial Private Client LLC33,511$873K0.4%+2.0%0.190%
7/26/2024Cambridge Investment Research Advisors Inc.100,650$2.62M0.0%-5.0%0.572%
7/25/2024Hills Bank & Trust Co129,198$3.37M0.3%+193.5%0.734%
7/23/2024PSI Advisors LLC74,610$1.94M0.6%N/A0.424%
7/17/2024Archford Capital Strategies LLC20,190$526K0.1%+9.9%0.115%
7/17/2024Leavell Investment Management Inc.228,413$5.95M0.3%-6.4%1.298%
7/16/2024ORG Partners LLC3,840$100K0.0%N/A0.022%
7/15/2024Newman Dignan & Sheerar Inc.99,994$2.60M0.7%-14.4%0.568%
7/11/2024Lbmc Investment Advisors LLC107,537$2.80M0.2%+9.9%0.611%
7/10/2024Praetorian Wealth Management Inc.161,594$4.21M1.1%-12.7%0.918%
7/8/2024RVW Wealth LLC10,681$278K0.0%-23.4%0.061%
7/1/2024 Confluence Investment Management LLC40,185$1.05M0.0%+14.8%0.228%
5/16/2024Global Financial Private Client LLC32,847$851K0.4%-1.4%0.187%
5/15/2024Stonebridge Capital Advisors LLC53,877$1.40M0.1%-47.4%0.306%
5/2/2024Horan Securities Inc.13,704$356K0.2%+16.1%0.077%
5/1/2024Janney Montgomery Scott LLC20,103$522K0.0%+21.3%0.113%
4/29/2024Newman Dignan & Sheerar Inc.116,794$3.03M0.8%-21.5%0.654%
4/25/2024Cambridge Investment Research Advisors Inc.105,995$2.75M0.0%+228.6%0.594%
4/24/2024Leavell Investment Management Inc.243,913$6.33M0.4%-4.9%1.366%
4/24/2024Archford Capital Strategies LLC18,375$477K0.1%+4.4%0.103%
4/12/2024Lbmc Investment Advisors LLC97,824$2.54M0.2%+16.3%0.439%
4/10/2024Praetorian Wealth Management Inc.185,101$4.80M1.3%-10.3%0.830%
4/8/2024RVW Wealth LLC13,947$362K0.0%+19.9%0.063%
4/1/2024 Confluence Investment Management LLC35,005$908K0.0%N/A0.157%
2/12/2024Arrow Financial Corp9,145$237K0.0%-8.6%0.041%
2/8/2024Janney Montgomery Scott LLC16,568$430K0.0%-16.6%0.074%
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2/7/2024Horan Securities Inc.11,807$306K0.2%+24.1%0.053%
2/7/2024Cary Street Partners Investment Advisory LLC8,361$217K0.0%+4.9%0.037%
2/7/2024Sonata Capital Group Inc.107,130$2.78M1.4%-0.6%0.480%
2/7/2024Hills Bank & Trust Co44,018$1.14M0.1%+13.3%0.197%
2/6/2024Eldridge Investment Advisors Inc.36,935$958K0.3%+85.3%0.166%
2/5/2024Cary Street Partners Asset Management LLC8,361$217K0.0%+4.9%0.037%
2/2/2024Spinnaker Trust15,994$415K0.0%+31.9%0.072%
2/2/2024Gould Asset Management LLC CA16,690$433K0.1%+92.7%0.075%
1/26/2024Sandy Spring Bank45,494$1.18M0.1%-6.5%0.204%
1/24/2024Prime Capital Investment Advisors LLC15,170$393K0.0%-11.6%0.068%
1/23/2024Leavell Investment Management Inc.256,413$6.65M0.4%-27.1%1.150%
1/22/2024Princeton Global Asset Management LLC17,904$464K0.1%+20.8%0.080%
1/12/2024Archford Capital Strategies LLC17,599$456K0.1%+25.2%0.079%
1/11/2024Praetorian Wealth Management Inc.206,270$5.35M1.5%-1.2%0.925%
1/8/2024Curbstone Financial Management Corp18,600$482K0.1%-37.5%0.083%
1/8/2024RVW Wealth LLC11,636$302K0.0%N/A0.052%
11/15/2023Stonebridge Capital Advisors LLC119,278$3.06M0.3%-7.5%0.535%
11/15/2023Integrated Wealth Concepts LLC179,269$4.61M0.1%-6.7%0.804%
11/14/2023Peloton Wealth Strategists22,700$583K0.3%-32.6%0.102%
11/13/2023Cary Street Partners Investment Advisory LLC7,971$205K0.0%N/A0.036%
11/9/2023Prime Capital Investment Advisors LLC17,169$441K0.0%+56.7%0.077%
11/8/2023Janney Montgomery Scott LLC19,870$510K0.0%+17.3%0.089%
11/8/2023Spinnaker Trust12,124$311K0.0%+26.0%0.054%
11/8/2023Newman Dignan & Sheerar Inc.148,687$3.82M1.3%-0.4%0.667%
11/6/2023Eldridge Investment Advisors Inc.19,935$511K0.2%+13.0%0.089%
10/30/2023Sandy Spring Bank48,655$1.25M0.1%-4.0%0.218%
10/27/2023Princeton Global Asset Management LLC14,819$381K0.1%+5.5%0.066%
10/27/2023Archford Capital Strategies LLC14,052$361K0.1%-42.7%0.063%
10/26/2023Hills Bank & Trust Co38,864$998K0.1%N/A0.174%
10/24/2023Cambridge Investment Research Advisors Inc.35,888$922K0.0%-35.8%0.161%
10/18/2023Private Trust Co. NA8,987$231K0.0%+23.1%0.040%
10/16/2023Leavell Investment Management Inc.351,515$9.03M0.6%-10.4%1.576%
10/13/2023 Harbor Investment Advisory LLC6,501$167K0.0%+7.9%0.029%
10/11/2023Praetorian Wealth Management Inc.208,812$5.36M1.7%-7.0%0.936%
10/10/2023 Confluence Investment Management LLC267,141$6.86M0.1%+2,139.6%1.198%
9/12/2023Farther Finance Advisors LLC1,295$33K0.0%+59.7%0.006%
8/23/2023Stonebridge Capital Advisors LLC129,016$3.32M0.4%-2.1%0.579%
8/4/2023Sandy Spring Bank50,695$1.31M0.1%-1.4%0.230%
8/3/2023Eldridge Investment Advisors Inc.17,634$454K0.1%+15.4%0.080%
8/2/2023Newman Dignan & Sheerar Inc.149,219$3.84M1.2%-4.0%0.678%
8/2/2023Archford Capital Strategies LLC24,512$632K0.1%+77.2%0.111%
7/28/2023Bank of New Hampshire7,805$201K0.1%+14.7%0.035%
7/26/2023Janney Montgomery Scott LLC16,939$436K0.0%+5.4%0.077%
7/19/2023Leavell Investment Management Inc.392,515$10.11M0.7%-2.2%1.784%
7/13/2023Cambridge Investment Research Advisors Inc.55,906$1.44M0.0%-21.5%0.254%
7/10/2023Praetorian Wealth Management Inc.224,471$5.78M1.8%+3.9%1.020%
5/15/2023Eldridge Investment Advisors Inc.15,283$395K0.1%+8.5%0.065%
5/15/2023Flow Traders U.S. LLC172,980$4.48M0.2%N/A0.739%
5/12/2023Stonebridge Capital Advisors LLC131,785$3.41M0.4%+2.5%0.563%
5/12/2023NewEdge Advisors LLC580,559$15.02M0.2%-1.3%2.481%
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5/11/2023Cambridge Investment Research Advisors Inc.71,198$1.84M0.0%+21.0%0.304%
5/9/2023US Bancorp DE668,095$17.28M0.0%-9.2%2.855%
5/5/2023Sandy Spring Bank51,395$1.33M0.1%+10.8%0.220%
5/5/2023Prime Capital Investment Advisors LLC7,957$206K0.0%N/A0.034%
5/3/2023Arrow Financial Corp10,002$259K0.0%+4.8%0.043%
5/3/2023Integrated Wealth Concepts LLC149,160$3.86M0.1%+37.3%0.637%
5/2/2023Gould Asset Management LLC CA8,345$216K0.1%-44.0%0.036%
4/28/2023Newman Dignan & Sheerar Inc.155,434$4.02M1.3%-0.6%0.664%
4/28/2023Janney Montgomery Scott LLC16,074$416K0.0%+31.7%0.069%
4/25/2023Parallel Advisors LLC5,500$142K0.0%N/A0.024%
(Data available from 1/1/2016 forward)

IBMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMM shares?

During the previous two years, 36 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Muni Bond ETF. The most heavily invested institutionals were Leavell Investment Management Inc. ($5.78M), Integrated Wealth Concepts LLC ($4.96M), Praetorian Wealth Management Inc. ($3.50M), Hills Bank & Trust Co ($3.37M), Sonata Capital Group Inc. ($2.79M), Cambridge Investment Research Advisors Inc. ($2.62M), and Newman Dignan & Sheerar Inc. ($2.60M).Learn more on iShares iBonds Dec 2024 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2024 Term Muni Bond ETF's stock?

Of the 27 institutional investors that purchased iShares iBonds Dec 2024 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($296.40K), Hills Bank & Trust Co ($129.20K), Sonata Capital Group Inc. ($106.72K), PSI Advisors LLC ($93.92K), Cambridge Investment Research Advisors Inc. ($73.74K), Lbmc Investment Advisors LLC ($23.45K), and Eldridge Investment Advisors Inc. ($21.65K).

How much institutional buying is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have bought a total of 316,169 shares in the last 24 months. This purchase volume represents approximately $8.24M in transactions.

Which of iShares iBonds Dec 2024 Term Muni Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds Dec 2024 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Praetorian Wealth Management Inc. ($51.21K), Leavell Investment Management Inc. ($22.40K), Newman Dignan & Sheerar Inc. ($16.80K), Lbmc Investment Advisors LLC ($8.13K), Cambridge Investment Research Advisors Inc. ($5.35K), RVW Wealth LLC ($3.27K), and Integrated Wealth Concepts LLC ($1.78K).

How much institutional selling is happening at iShares iBonds Dec 2024 Term Muni Bond ETF?

Institutional investors have sold a total of 112,172 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.


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This page (BATS:IBMM) was last updated on 7/2/2025 by MarketBeat.com Staff
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